Wcg Wealth Advisors LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 88,705 shares of MDYV stock, worth $6.83 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

88,705

Previous 88,705 -0.0%

Holding current value

$6.83 Million

Previous $6.84 Million 0.01%

% of portfolio

0.56%

Previous 0.52%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$75.47 - $84.24 $869,338 - $970,360	-11,519 Reduced 11.49%	88,705 $6.84 Million
Q4 2024 Feb 18, 2025	BUY	$78.43 - $87.17 $35,450 - $39,400	452 Added 0.45%	100,224 $8.04 Million
Q3 2024 Nov 13, 2024	SELL	$71.9 - $79.86 $461,669 - $512,781	-6,421 Reduced 6.05%	99,772 $7.93 Million
Q2 2024 Aug 12, 2024	BUY	$70.34 - $76.15 $347,198 - $375,876	4,936 Added 4.87%	106,193 $7.75 Million
Q1 2024 May 13, 2024	SELL	$70.29 - $76.0 $3.35 Million - $3.62 Million	-47,632 Reduced 31.99%	101,257 $7.7 Million
Q4 2023 Feb 08, 2024	SELL	$59.86 - $74.11 $708,682 - $877,388	-11,839 Reduced 7.37%	148,889 $10.9 Million
Q3 2023 Nov 09, 2023	BUY	$63.95 - $71.85 $675,056 - $758,448	10,556 Added 7.03%	160,728 $10.6 Million
Q2 2023 Aug 14, 2023	SELL	$62.86 - $68.78 $841,883 - $921,170	-13,393 Reduced 8.19%	150,172 $10.3 Million
Q1 2023 May 15, 2023	BUY	$62.53 - $74.6 $500,927 - $597,620	8,011 Added 5.15%	163,565 $10.8 Million
Q4 2022 Feb 14, 2023	BUY	$58.96 - $68.57 $207,480 - $241,297	3,519 Added 2.31%	155,554 $10.1 Million
Q3 2022 Nov 14, 2022	BUY	$57.82 - $69.04 $309,337 - $369,364	5,350 Added 3.65%	152,035 $8.79 Million
Q2 2022 Aug 23, 2022	SELL	$58.95 - $70.77 $3.84 Million - $4.61 Million	-65,195 Reduced 30.77%	146,685 $8.87 Million
Q2 2022 Aug 15, 2022	BUY	$58.95 - $70.77 $12.5 Million - $15 Million	211,880 New	211,880 $13 Million

Others Institutions Holding MDYV

# of Institutions

411

Shares Held

26M

Call Options Held

200

Put Options Held

100

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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Wcg Wealth Advisors LLC Spdr S&P 400 Mid Cap Value ETF Transaction History